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Converting Project Data to a Custom Object

Is there a way to convert data from a project record to a custom object, similar to the way you can convert opportunity information to a project? 

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  • Hi Jennifer,

     

    Thank you for reaching out to us!

     

    Unfortunately, standard objects cannot be converted into custom objects.

     

    If you would like to see this feature implemented in future versions you can submit a feature request through our Product Feedback page.

     

    Insightly is streamlining the way we collect product feedback from our customers in order to make our product better than ever and help your business succeed.

     

    To get started:

     

    1. Log into your Insightly account, and click on the profile icon in the upper right-hand corner. Next, select "Product Feedback".
    2. Once the pop-up appears, select "I have product feedback". Type in your response and when finished, click Submit.

     

    Thanks for taking the time to submit your ideas to us!

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